First Citizens Bank

1 Wealth Associate in Concord

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Joseph Michalski Location

  • Joseph Michalski
    Financial Consultant II, SVP & ASST SEC
    Mobile Phone
    phone
    (704) 576-5590
    (704) 576-5590
    18 Lake Concord Rd. NE
    Concord, NC 28025
    US
    Contact Me
    Areas Served
    Carrabus County
    Mecklenburg County
    Focus Areas
    Asset Allocation
    Financial Planning
    Retirement Planning
    Education & Certifications
    Wake Forest University - Finance CFP designation
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam Life Insurance License Long Term Care Insurance License
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